Well it is if your network allows 100% of initial and ongoing fees to be paid to you as a network member. It is true… if your network is authorised in both the UK and the USA. if your network is regulated in the EU under MiFID and IDD and can legally allow you to […]
Archive | OpesFidelio Strategy
Beacon Global Group and Aisa International announce strategic agreement in Europe
By Shane Wood on 15.12.2018 in Aisa International, Must Read, OpesFidelio in the Press, OpesFidelio Strategy
There has been a press release, now published on several websites, announcing the strategic agreement recently implemented between the Beacon Global Group and Aisa International. As discussed in the article listed here, from the American Expat Finance website, there has for a long time been great difficulty in dealing with either US citizens in Europe, […]
Brexit and Financial Advice in the EU
By Shane Wood on 26.10.2018 in Aisa International, Must Read, OpesFidelio in the Press, OpesFidelio Strategy
Here’s an interesting piece about the potential impacts of Brexit upon the very notion of ‘financial advice’ in the EU after a possible ‘no-deal’ or ‘hard’ Brexit, and what advice firms like ourselves are doing in the way of preparation. Our very own Chris Lean, from Aisa International, is heavily featured in the article and […]
OpesFidelio unveils ‘Bond vs Platform’ Spreadsheet to its Advisers
By Shane Wood on 10.1.2018 in Must Read, OpesFidelio IFAs, OpesFidelio in the Press, OpesFidelio Strategy
There was an article posted in International Investment this week that highlighted the new spreadsheet ‘toolkit’ we have developed internally, as a result of research we have been doing into the comparison of costs and client outcomes when it comes to advising a client to choose either a portfolio bond or a platform solution. Perhaps […]
OpesFidelio Review of 2017
By Shane Wood on 9.1.2018 in Aisa Financial Planning, EU Rules & Regulations, Must Read, OpesFidelio IFAs, OpesFidelio Strategy
Happy New Year and all the best for 2018 from everyone at OpesFidelio and the Aisa Group. What a year 2017 was for us, and we hope it was good for you as well. As we look forward to our new strategies kicking in during 2018 (more mentioned later) it is always worth reviewing our […]
Spanish-compliant bonds “too often a rip-off” for investors
As publicised this week in International Investment, OpesFidelio member Marius Hampden and others in the OpesFidelio network with an interest in Spain have recently conducted research into a random selection of investments into Spanish-compliant bonds, and the results have been described as “shocking”. For the full article click on the link here: International Investment article […]
“Hurricane of Legislation” to hit EU based advisers
By Shane Wood on 29.9.2017 in EU Rules & Regulations, Must Read, OpesFidelio in the Press, OpesFidelio Strategy
At the recent International Adviser’s Future Advisory Forum that was held in London yesterday the CEO of the Aisa Group, James Pearcy-Caldwell, that includes the OpesFidelio network, was testifying about the changes due to come soon in the European industry. He asserted that a “hurricane of difficult regulation” is about to hit the European financial […]
Dublin duo join OpesFidelio network
The advisery duo of Rachel and Nick Reid have joined the OpesFidelio network, setting up business under the new trading name of OpesFidelio (Ireland) Ltd. The new branch has both full IMD and MiFID licensing, that will facilitate them being able to offer their clients both portfolio bond and international platform investment solutions. See how […]
More on MiFID II
MiFID II will not be delayed according to Steven Maijoor of ESMA at the Futures Industry Association’s IDX Conference in London. In February 2016, the European Commission confirmed that MiFID II, initially scheduled to come into force in January 2017, would be delayed a year in order to “take account of the exceptional technical implementation […]
MiFID II and the future
At the OpesFidelio conference in Prague earlier in May, there was a discussion about the effects of MiFID II. While some referred to it as a “game-changer”, much as the introduction of RDR in the UK proved to be, I referred to it as a “potential show-stopper” for many adviser firms and was quoted as […]
